Documents, Photos, Forms & Attachments
30 results found
-
Drag and Drop Attachments from Email
When uploading a file from an outside service email provider, it would be nice to upload the file by dragging it from the email and dropping it in JN. It is time consuming to download and upload again each file. Quickbooks online has this feature for uploading files and it works great with our Google email system.
17 votesThe fastest way to get an attachment from your email into JobNimbus is to forward it to your @jobnimbusmail.com email address and tag it with the contact or job # (see the Email tab in your JobNimbus settings for more details).
You can also drag and drop from a saved file on your computer, but we will look into drag and drop from email services going forward as well.
-
Ability to access naturalForms from JobNimbus web app
It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.
16 votes -
The Ability To View a PDF as a PDF
The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.
15 votes -
Save Checkbox State on Templates
I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.
15 votesThis is a known issue with our current template system and we plan to address it in the future. No timeline is available currently, but we’ll update you as we get closer.
-
Improved Photo Viewer (Mobile & Web)
The photo upload functionality is great, but it seems kind of silly to not allow a viewer to click through photos without exiting the currently viewed photo.
15 votesWe’re working on adding a better photo viewer for the mobile app and will update the web version in the future as well.
Thanks!
-
Name Documents, Estimates, etc.
When creating documents from templates (and estimates,) each document is given a doc number. There is no way to name the document and it displays as "Document #" which hampers easy recognition of file(s.)
13 votesAs we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
-
Search In Company Documents
you should have a search option in the document section
12 votes -
Make Form drafts visible to office
If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.
11 votes -
11 votes
-
Form Answers ability to map to custom field.
Ability for answers to Forms questions be mapped to custom fields.
8 votes
- Don't see your idea?